+29.3%
RRX vs RRC
+44.7%
-15.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.5% | -0.1% | -4.0% |
| 7D | +7.6% | -6.8% | +14.4% | +6.8% |
| 30D | +7.5% | +34.7% | -27.2% | +13.1% |
| 3M | -21.0% | +31.5% | -52.5% | -17.1% |
| 6M | -18.1% | +21.8% | -39.9% | -15.3% |
| YTD | +24.3% | +48.9% | -24.6% | +34.2% |
| 1Y | +29.3% | +42.1% | -12.8% | +39.3% |
| All | +29.3% | +44.7% | -15.4% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RRC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling